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CRM – Applications, systems and fee-earner engagement
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CRM – Applications, systems and fee-earner engagement

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Psychology, Relationship Management

CRM – Applications, systems and fee-earner engagement

I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More

Kim Tasso2025-07-01T15:45:32+01:00July 1, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Psychology, Relationship Management|

Cross-selling and referrer management – Data, focus and behaviour
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Cross-selling and referrer management – Data, focus and behaviour

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

Cross-selling and referrer management – Data, focus and behaviour

Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More

Kim Tasso2024-03-18T16:12:48+00:00March 18, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|